LIA
IBHI icon

LBMC Investment Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

LBMC Investment Advisors’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.2M Buy
1,467,776
+116,195
+9% +$2.73M 2.08% 10
2025
Q4 		$31.9M Buy
1,351,581
+407,675
+43% +$9.63M 1.97% 10
2025
Q3 		$22.5M Buy
943,906
+432,027
+84% +$10.2M 1.43% 13
2025
Q2 		$12.1M Buy
511,879
+48,631
+10% +$1.12M 0.86% 21
2025
Q1 		$10.8M Buy
463,248
+176,133
+61% +$4.15M 0.84% 22
2024
Q4 		$6.73M Buy
287,115
+168,305
+142% +$3.98M 0.53% 30
2024
Q3 		$2.84M Buy
118,810
+37,925
+47% +$892K 0.22% 46
2024
Q2 		$1.87M Buy
+80,885
New +$1.86M 0.16% 53

Other funds holding IBHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

LBMC Investment Advisors's IBHI Position: Q1 2026 in Review

LBMC Investment Advisors increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 8.6% in Q1 2026, buying an estimated $2.73M and bringing the position to 1,467,776 shares worth $34.2M. The position accounts for 2.08% of the portfolio, ranked #10.

LBMC Investment Advisors first reported a position in IBHI in Q2 2024 and has held it in 8 quarters since. 91 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

  • LBMC Investment Advisors held 1,467,776 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $34.2M as of Q1 2026.
  • LBMC Investment Advisors bought 116,195 iShares iBonds 2029 Term High Yield and Income ETF shares in Q1 2026, an estimated $2.73M.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 2.08% of LBMC Investment Advisors's portfolio in Q1 2026, its #10 holding.
  • LBMC Investment Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.